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Portfolio (Quarterly) Guide ↗

WEST MICHIGAN ADVISORS, LLC

· CIK 0001909879
13F Portfolio $455M AUM 298 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 63 New 99 Added 100 Reduced 36 Exited
Page 9 of 15  ·  298 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 KRMN Karman HLDGS Incorporated Common Stock Industrials 8,277.0 $663K 0.15% -19K -69.6% $80.05 -37.1%
162 Dodge & Cox Income Fund 35,046.0 $655K 0.14% NEW $18.69
163 ADPV Adaptiv Select ETF 15,072.0 $636K 0.14% +6K +73.2% $42.17 +13.5%
164 KBE SPDR S&P Bank ETF 10,615.0 $632K 0.14% NEW $59.55 +10.3%
165 CLIP Global X 1 3 Month T Bill ETF 6,201.0 $622K 0.14% +234.0 +3.9% $100.36 -0.1%
166 AMGN Amgen Inc. Healthcare 1,742.0 $613K 0.14% +188.0 +12.1% $351.85 -4.1%
167 FIX Comfort Systems USA Incorporated Industrials 420.0 $579K 0.13% -348.0 -45.3% $1378.99 +42.7%
168 XOM ExxonMobil Energy 3,406.0 $578K 0.13% -197.0 -5.5% $169.66 -18.8%
169 MGNR American Beacon Select Funds GLG Nat Res ETF 10,989.0 $567K 0.12% +3K +37.2% $51.58 -1.0%
170 WMB Williams Cos Inc Energy 7,770.0 $566K 0.12% -411.0 -5.0% $72.78 +0.5%
171 PMAR Innovator U.S. Equity Power Buffer ETF - March 12,581.0 $561K 0.12% NEW $44.62 +6.9%
172 CSHI Neos Enhanced Income 1-3 Month T-Bill ETF 11,264.0 $561K 0.12% NEW $49.78 -0.1%
173 SSO ProShares Ultra S&P500 10,586.0 $549K 0.12% +475.0 +4.7% $51.88 +30.3%
174 HTAB Hartford Schroders Tax-Aware Bond ETF 28,634.0 $546K 0.12% -233.0 -0.8% $19.06 +0.6%
175 QDF Flexshares Quality Dividend Index Fund 6,893.0 $545K 0.12% -222.0 -3.1% $79.09 +13.0%
176 SPGI S&P Global Incorporated Financial Services 1,244.0 $529K 0.12% +312.0 +33.5% $425.47 -3.4%
177 VTEB Vanguard Tax-Exempt Bond ETF 10,594.0 $529K 0.12% -2K -17.2% $49.89 +1.1%
178 HYTR Counterpoint High Yield Trend ETF 24,756.0 $527K 0.12% +14K +138.7% $21.29 +0.4%
179 LIN Linde PLC SHS Basic Materials 1,032.0 $512K 0.11% NEW $495.94 +3.3%
180 O Realty Income Corporation REIT Real Estate 8,278.0 $509K 0.11% NEW $61.45 -2.0%
Page 9 of 15  ·  298 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 24.2%
Consumer Cyclical 19.2%
Financial Services 12.9%
Healthcare 11.5%
Industrials 9.8%
Communication Services 7.1%
Energy 6.1%
Consumer Defensive 3.9%
Basic Materials 3.4%
Utilities 1.4%